June 2023: Best Content on Japan

From corporate scandals to climate change: This month's essential narratives from the land of the rising sun

Jun 29, 2023

Reads

Rei Saito
| If you missed it, my deep dive on the company responsible for Japan’s largest corporate scandal is finally out:
Reports
Toshiba: From Beloved Tech Titan to Japan's Largest Corporate Fraud
Rei Saito
·
June 27, 2023
For a long time, I've been eager to share this story, to reveal the twists and turns that led to the downfall of a once legendary tech titan. A business whose technology could rival Apple and Microsoft now finds itself ridiculed in the very industry it once thrived in.
Read full story
Richard Katz
| The Japanese Yen is falling like a rock, again:
Japan Economy Watch
¥144 Is Weakest Since Last November
Source: https://www.federalreserve.gov/releases/h10/hist/dat00_ja.htm, https://www.federalreserve.gov/datadownload/Choose.aspx?rel=H15, and https://www.wsj.com/market-data/quotes/bond/BX/TMBMKJP-10Y As I write this, the yen stands at ¥143.8/$. That’s the weakest it has been since November 19…
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2 years ago · 16 likes · 4 comments · Richard Katz
Al Jazeera | In Japan, embarrassed employees pay agencies to quit for them
Value Punks
| Buffet and the Japanese trading companies; Itochu, Mitsubishi, etc.:
Value Punks
Deep Dive: Japanese Trading Companies (Part 1)
This is Part 1 of our exclusive deep dive on “Sogo Shosha”, or Japanese trading companies. Part 1 will build the foundation and covers the business, history, and a discussion of Berkshire’s investment. Part 2 will compare the five trading companies that Berkshire has invested in, examining their business portfolio, capital allocation, and management…
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3 years ago · 51 likes · 12 comments · Value Punks
- Additional comment: Value Punks is one of the best stock-analysts on Substack and their analysis on the Japanese trading companies is a must read for anyone looking to invest in them
Charles Schwab | Japan: Reclaiming its Lost Decades
Tobias Harris
| Kishida punts on a snap election:
Observing Japan
Kishida punts on a snap election
There is a certain art to the timing of a snap election. It is perhaps the most powerful tool available to a prime minister, a key mechanism by which prime ministers can discipline unruly ruling party backbenchers or marshal public opinion to win a mandate on a controversial policy question. But it is a tool that …
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2 years ago · 13 likes · 3 comments · Tobias Harris
Michael Fritzell
| Stock-analysis of Fuji Corp Miyagi (7605 JP):
Asian Century Stocks
Fuji Corp Miyagi (7605 JP)
Watch now (12 min) | Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers, including whether any investment suits your specific needs. From time to time, I may have positions in the securities covered in the articles on this website. Full disclosure: I hold a position in Fuji Corp Miyagi at the time of publishing this article. To reiterate, this post and the below presentation are for informational and educational purposes only － not a recommendation to buy or sell shares…
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2 years ago · 15 likes · Michael Fritzell
Richard Katz
| Japan and Climate Change:
Japan Economy Watch
Japan and Climate Change: Not As Bad As It Looks, Part I
Source: https://carbontracker.org/reports/put-a-price-on-it/ Note: Estimate for Japan It’s easy to feel frustrated about Japan regarding climate change. It often feels as if the country only makes progress kicking and screaming, that the fossil fuel lobby has a stranglehold on policy, that its automakers are behind the curve regarding electric vehicles …
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2 years ago · 13 likes · 4 comments · Richard Katz

Videos

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Discussion about this post

Thank you so much for the mention, Rei!

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1 reply by Rei Saito

Kalani Scarrott

legit one of my favourite emails each month!

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1 reply by Rei Saito

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